Clarity Wealth Advisors, LLC Portfolio Holdings

Clarity Wealth Advisors, LLC

  • $363 Million
  • Q4 2024

Clarity Wealth Advisors, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $363 Million distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $33.5M, Spdr S&P 500 ETF Trust with a value of $27.7M, Vanguard Total Stock Market Et with a value of $26.9M, Invesco Qqq Trust, Series 1 with a value of $26.9M, and Vanguard Dividend Appreciation with a value of $16.9M.

Examining the 13F form we can see an increase of $21.5M in the current position value, from $341M to 363M.

Below you can find more details about Clarity Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $363 Million
ETFs: $218 Million
Technology: $55.2 Million
Financial Services: $30.7 Million
Communication Services: $25.9 Million
Consumer Defensive: $11.3 Million
Healthcare: $9.74 Million
Consumer Cyclical: $9.7 Million
Utilities: $803,000
Other: $1.11 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.82T
$33.5 Million 9.22% of portfolio
133,590
Q4 2024 Added 1.36%
$0
$27.7 Million 7.62% of portfolio
47,203
Q4 2024 Added 3.39%
$0
$26.9 Million 7.42% of portfolio
92,952
Q4 2024 Added 2.19%
$0
$26.9 Million 7.4% of portfolio
52,551
Q4 2024 Added 1.84%
$0
$16.9 Million 4.67% of portfolio
93,044
Q4 2024 Added 5.8%
$0
$15.3 Million 4.21% of portfolio
245,072
Q4 2024 Added 5.16%
$0
$13.4 Million 3.68% of portfolio
31,384
Q4 2024 Added 11.66%
$0
$11.4 Million 3.14% of portfolio
193,462
Q4 2024 Added 2.67%
$0
$11.2 Million 3.09% of portfolio
46,630
Q4 2024 Added 4.72%
$433B
$10.5 Million 2.89% of portfolio
11,442
Q4 2024 Added 1.02%
$1.2T
$9.91 Million 2.73% of portfolio
52,367
Q4 2024 Added 1.41%
$615B
$8.31 Million 2.29% of portfolio
18,340
Q4 2024 Added 1.99%
$1.54T
$7.93 Million 2.19% of portfolio
13,445
Q4 2024 Added 5.76%
$787B
$7.96 Million 2.19% of portfolio
33,211
Q4 2024 Added 1.77%
$311B
$7.87 Million 2.17% of portfolio
58,593
Q4 2024 Added 2.53%
$0
$7.72 Million 2.13% of portfolio
264,290
Q4 2024 Added 13.87%
$0
$6.82 Million 1.88% of portfolio
148,089
Q4 2024 Added 20.22%
$0
$6.49 Million 1.79% of portfolio
86,877
Q4 2024 Added 23.49%
$1.23T
$6.34 Million 1.75% of portfolio
33,299
Q4 2024 Reduced 2.41%
$0
$6.13 Million 1.69% of portfolio
136,725
Q4 2024 Added 21.19%
$0
$5.91 Million 1.63% of portfolio
87,097
Q4 2024 Added 9.88%
$0
$5.8 Million 1.6% of portfolio
138,755
Q4 2024 Added 5.47%
$159B
$5.61 Million 1.54% of portfolio
79,644
Q4 2024 Added 5.3%
$311B
$5.6 Million 1.54% of portfolio
31,525
Q4 2024 Added 3.68%
$1.26T
$5.04 Million 1.39% of portfolio
12,468
Q4 2024 Reduced 0.8%
$0
$4.77 Million 1.32% of portfolio
12,717
Q4 2024 Reduced 11.32%
$3.09T
$4.22 Million 1.16% of portfolio
10,022
Q4 2024 Reduced 0.31%
$0
$3.74 Million 1.03% of portfolio
43,469
Q4 2024 Reduced 8.26%
$2.39T
$3.67 Million 1.01% of portfolio
16,732
Q4 2024 Reduced 0.53%
$400B
$3.62 Million 1.0% of portfolio
25,037
Q4 2024 Reduced 1.69%
$0
$3.2 Million 0.88% of portfolio
55,688
Q4 2024 Added 0.73%
$0
$2.39 Million 0.66% of portfolio
23,389
Q4 2024 Reduced 3.91%
$0
$1.92 Million 0.53% of portfolio
34,036
Q4 2024 Added 2.32%
$0
$1.87 Million 0.51% of portfolio
3,173
Q4 2024 Added 6.55%
$0
$1.66 Million 0.46% of portfolio
12,520
Q4 2024 Reduced 9.47%
$0
$1.54 Million 0.43% of portfolio
31,964
Q4 2024 Reduced 11.23%
$0
$1.39 Million 0.38% of portfolio
27,619
Q4 2024 Added 1.14%
$0
$1.34 Million 0.37% of portfolio
2,485
Q4 2024 Added 0.98%
$87.3B
$935,000 0.26% of portfolio
4,037
Q4 2024 Reduced 1.15%
$433B
$831,000 0.23% of portfolio
933
Q4 2024 Added 5.66%
$47.1B
$840,000 0.23% of portfolio
422
Q4 2024 Added 44.03%
$248B
$842,000 0.23% of portfolio
14,235
Q3 2024 Added 0.42%
$540B
$810,000 0.22% of portfolio
1,540
Q4 2024 Reduced 2.1%
$41.8B
$803,000 0.22% of portfolio
9,506
Q4 2024 New
$0
$753,000 0.21% of portfolio
9,520
Q4 2024 Added 3.93%
$459B
$776,000 0.21% of portfolio
4,659
Q4 2024 Added 3.88%
$0
$678,000 0.19% of portfolio
1,690
Q3 2024 Reduced 4.41%
$207B
$667,000 0.18% of portfolio
5,998
Q4 2024 Reduced 2.68%
$104B
$640,000 0.18% of portfolio
7,499
Q4 2024 Reduced 1.96%

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $363 Million
  • Prior Value $341 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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